Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Based on a flexible, hybrid basis out of their flourishing Manchester operation your role as an Independent Penbsion Trustee Associate Consultant will be to support the experienced team of Pension Trustees and Pension Trustee Directors who actually hold a portfolio of trustee appointments and deliver consulting services to other clients.
An excellent career development opportunity has arisen for a friven pensions progessional to join the team of this highly regarded firm of Independent Trustees and an Independent Pension Trustee Associate Consultant
Through your excellent technical understanding of pension legislation, regulations, scheme management and compliance exposure, along with a broad understanding of trusteeship/trustee services, you will be responsible for helping the team deliver effective trusteeship and consulting services.
Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office (hybrid working available).
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Posted by The Portfolio Group • £40K/yr to £50K/yr
Company Overview
Our client is a leading expert in tax and accounting, specialising in providing professional advice to businesses to optimise performance.
As a trusted partner, they aim to minimise uncertainty and reduce errors for businesses.
They are committed to offering reliable, high-quality information and tools, serving SMEs in areas of tax, VAT, payroll, employment, HR, H&S, and commercial legal advice lines.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As an Implementation Consultant, you will deliver implementation and business consultancy services and work with customers to advise them through the full project life cycle to help them achieve the optimum solution to meet their business requirements.
The duties of the Implementation Consultant will include but not be limited to:
We are recruiting an Implementation Consultant on behalf of our well-established and growing client based in South Manchester.
Posted by Lifetime Training Ltd • £49K/yr to £54K/yr
We are looking for a proactive, client-focussed person to be the primary interface with selected employer partners, holding overall accountability for business partnering and key stakeholder relationships.
You will provide leadership and direction for the Partnership Associates driving a consistent approach to maximise the revenue available.
You will be accountable for setting and leading the strategic direction and intent for programme delivery, as well as establishing and achieving objectives to realise the partnerships' full potential.